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Partnerships

Exclusive tools for a better managed agency

Running an efficient and profitable agency requires purpose-built platforms and ongoing professional development

Here are some of the exclusive partnerships we’ve sourced for Club Capital members:

HR and Tax Services

ADP

ADP provides businesses with an industry-leading online payroll HR solutions, plus tax, compliance, benefit administration and more.

Resources & Coaching for leaders

Business Growth Curator helps small business owners grow their leadership, develop their team, scale their business, and ultimately make a difference.

Are you a small business owner who is trying to grow your business? Well, here is HOW we do it!Simple concepts, frameworks & tools you can implement and install that will change your business forever.

Do you know that you’re the biggest bottleneck in your business and you’re feeling it on a daily basis. Do you have a business where you know you could be putting a “small dent in the universe” if you just had the help you needed? Our Blueprint Program helps business owners implement our strategies to do just that.

Let us help you understand where your business is right now (Point A) and get clear on your vision for the future (Point B).

With our proven systems you will get more out of the people that are working with you right now.

You will be able to support your team, help them support you, and grow your business. Club Capital clients get $2k off enrollment into Blueprint when they book a 10 minute business game plan call using this link: https://calendly.com/businessgrowthcurator/strategy

Marketing

Direct Clicks Inc drives leads and phone calls to your office through custom online marketing campaigns.

Started by insurance agents, for insurance agents. We deliver consistent, exclusive leads to your agency in both English and Spanish. We pride ourselves on being the most effective and transparent digital marketing agency out there.

Consulting - Buying/Selling Your Agency

Tailored Consulting Services For Allstate & Farmers Agents. We specialize in all aspects of the sale of an insurance agency with emphasis on Allstate & Farmers Insurance Company distribution model. Our consultants have over 150 years of experience in the industry and have bought/sold 300+ Million with a proven track record of success!

leads to insurance agents

EverQuote is a leading provider of premium leads to insurance agents.

EverQuote allows you to connect with local insurance prospects. Tap into America’s largest online insurance marketplace.  Prepare an accurate quote within seconds of the prospect submitting a request. Whether auto, home and life, EverQuote has your insurance leads and calls to help your agency achieve their results. Sign-up for EverQuote and deposit $500 into your account and receive an additional $500 deposit match credited to your EverQuote Pro account. Promo Code: ClubCapital

Payroll, Benefits & HR

Gusto is a People Platform and helps small businesses  onboard, pay, insure, and support its hardworking team.

Marketing - Leads

QuoteWizard is a top-of-the-line insurance lead provider, connecting you to high-intent insurance shoppers.

Our search leads have been proven to convert at 5x the rate of standard industry leads and are currently helping thousands of agents achieve their yearly goals. We offer auto, home, health, medicare supplement, and renters leads, along with Live Transfer calls to select carriers.

Productivity Management

RacingSnail is the insurance industry’s leading sales productivity platform.

Thousands of agencies have dramatically increased sales production using RacingSnail’s data-driven success framework. RacingSnail not only shows what’s happening in your agency with comprehensive tracking, analysis, and incentive capabilities…it shows exactly how your team can make more money.

Trained bilingual receptionist

Team By The Minute: Team by the minute offers trained bilingual receptionist as the solution to your office’s overflow of calls. We follow a customized insurance script that meets your business’ needs. 

With us answering your calls you’ll have more time to scale your business and save on recruitment while your customers receive exceptional service on every call. Use promo code clubcapital for a 10% discount on your first month of service.

Marketing

Uptown Marketing provides business development plans customized to increase your agency production.

In the extremely competitive online space, it’s crucial to put the right strategy behind your marketing efforts. We’ll consult with you on your market area, agency structure, production goals, and much more to develop the campaign best fit for you.

Your back office operating system

CFO Services

Should you hire an employee? Should you buy your office building? Should you rent it? As insurance agency owners, these are questions you ask yourself every day, and our CFO Services will help you determine how these decisions will impact your bottom line.

Industry-Specific Tax Services

Club Capital exclusively works with insurance agents. Our team will help you create strategies to lower your tax liability while keeping you compliant with federal, state and local tax codes.

 

Monthly Accounting

Take away the guesswork and empower your agency with monthly financial reports and quarterly meetings designed with your dedicated account manager to help your agency achieve your goals.